Teams | Collaboration | Customer Service | Project Management

Latest Videos

Manage Recurring Work with Retainers in Scoro

In this video, we'll show you how to plan, track, and invoice retainer projects in Scoro. Retainers are long-term partnerships where a client pays a fixed sum for a set number of hours or deliverables each period. While you enjoy a predictable revenue stream and workload, your client secures a strategic partner to help them achieve long-term goals. To set up a retainer in Scoro, simply toggle the switch to retainer when creating a new project.

Set up Products and Services in Scoro

In this video guide, we'll walk you through the process of adding services, predefining cost and selling rates, and achieving consistency across your team. By predefining your service offer in Scoro, you'll save time on double-data entry when creating financial documents and gain valuable insights through insightful reporting on your services. Ensure profitability and maintain a standardized approach to pricing with ease.

Automate Workflows with Triggers and Actions

Looking to supercharge your productivity in Scoro? Check out our comprehensive video on triggers and actions in Scoro. With the help of triggers and actions, you can easily automate parts of your workflows and set up custom notifications to stay on top of your daily tasks. You can create different rules with the simple logic of "When this happens and these conditions apply, then do that". It helps you to automate repetitive tasks and save time. This in turn increases your own efficiency as you can focus on the important tasks while automations take care of the mundane ones.

Track Metrics That Matter with Real-Time Reports

Reports library is the quickest way to find the essential metrics you can monitor to optimize your business performance. In this video you'll discover expert-built templates for productivity, utilization, revenue, cost, profitability, and sales reports. Watch this video to explore the valuable insights each category holds!

3 Easy Ways to Track Time with Scoro's Work Management Software

Discover the easiest ways to log your time in Scoro and streamline productivity. In this video, we'll explore three effective techniques: Real-Time Activity Logging: Keep track of numerous small tasks by starting the timer in the task view. Pause when taking breaks and mark activities as done when finished. You can also use the stopwatch from the top menu for convenience. Retrospective Time Entry: For larger tasks, log time retrospectively. Add time entries to tasks in Scoro once you complete a significant portion of the work. Alternatively, log time directly from your timesheet.

Scaling Up and Going Remote: The Success Story of a Digital Marketing Agency You Won't Want to Miss

Discover how StrategiQ, a UK-based digital marketing agency, overcame growth challenges and adapted to remote work with Scoro. With over 20 tools considered, only one provided the end-to-end work management solution to fuel their ambitious growth plans. StrategiQ's Operations Director, Tyler Webb-Harding, shares how Scoro helped the agency track project profitability, resource utilization, and real-time collaboration during the national COVID-19 lockdown.

Innovating Architecture: How Mallol Arquitectos Streamlined Workflows

In this video, we take a closer look at how Mallol Arquitectos transformed its business operations by implementing Scoro. Before Scoro, the company faced the challenges of managing information on different platforms, resulting in data that needed to be synchronized and had no real value.

Switching to a 4-day work week could be a nightmare...

In this video, we dive into the implications of transitioning from a 40-hour work week to a 32-hour work week. From holiday changes to financial and legal operations, it's essential to address the underlying factors for a successful roll-out. Join us as we explore ensuring employee fairness and compliance with regulations, all while implementing the 4-day work week in different regions. Tune in to learn how we kept the operational processes under control while switching to a 4-day work week.